Investment Test Drive

FOBAX Tributary Balanced Instl

2 lower fee alternatives found

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Fund FOBAX Tributary Balanced Instl VWELX Vanguard Wellington™ Inv JABAX Janus Balanced T  
Similarity
?
100% 86% 92%
Annual Fees
?
$124.00
(1.19% Exp. Ratio)
$27.09
(0.26% Exp. Ratio)
$86.49
(0.83% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.20% annual return
$24,021.28 $31,816.33 $26,790.36
Est. savings over 30 yrs +$7,795.05 +$2,769.08
Return
As of 10/31/16
1 YR RETURN -0.26%
3 YR 4.25%
5 YR 7.63%
10 YR 6.57%
1 YR RETURN 4.94%
3 YR 6.52%
5 YR 9.72%
10 YR 6.73%
1 YR RETURN -0.23%
3 YR 4.30%
5 YR 8.19%
10 YR 6.71%
Description
The investment seeks capital appreciation and current income. Based on the investment adviser's assessment of market conditions, the fund will allocate its assets among stocks, fixed income securities, and cash equivalents. The fund will normally invest 25% to 75% of its assets in stocks and convertible securities and at least 25% of its total assets in fixed income securities. The fund may also invest in preferred stocks and warrants. The fund may invest in securities issued by companies with large, medium, or small capitalizations.
The investment seeks to provide long-term capital appreciation and moderate current income. The fund invests 60% to 70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies. The remaining 30% to 40% of the fund's assets are invested mainly in fixed income securities that the advisor believes will generate a moderate level of current income. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, and mortgage-backed securities.
The investment seeks long-term capital growth, consistent with preservation of capital and balanced by current income. The fund pursues its investment objective by normally investing 35-65% of its assets in equity securities and the remaining assets in fixed-income securities and cash equivalents. It normally invests at least 25% of its assets in fixed-income senior securities. The fund's fixed-income investments may reflect a broad range of credit qualities and may include corporate debt securities, U.S. government obligations, mortgage-backed securities and other mortgage-related products, and short-term securities.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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